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Proactive Wealth Strategies’s FT Vest Rising Dividend Achievers Target Income ETF RDVI Stock Holding History

Proactive Wealth Strategies’s Portfolio RDVI Stock Details RDVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$393K Sell
13,368
-3,526
-21% -$97.4K 0.06% 164
2026
Q1 		$432K Buy
16,894
+8,625
+104% +$231K 0.08% 155
2025
Q4 		$217K Buy
8,269
+170
+2% +$4.4K 0.09% 144
2025
Q3 		$209K Buy
+8,099
New +$204K 0.09% 135

Other funds holding RDVI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return
PA
Pinnacle Associates New York $9.16B AUM 63.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Proactive Wealth Strategies's RDVI Position: Q2 2026 in Review

Proactive Wealth Strategies reduced its FT Vest Rising Dividend Achievers Target Income ETF (RDVI) stake by 21% in Q2 2026, selling an estimated $97.4K and leaving 13,368 shares worth $393K. The position accounts for 0.06% of the portfolio, ranked #164.

Proactive Wealth Strategies first reported a position in RDVI in Q3 2025 and has held it in 4 quarters since. The position peaked at $432K in Q1 2026. 209 funds tracked by Wall St. Rank hold RDVI as of Q2 2026.

  • Proactive Wealth Strategies held 13,368 shares of FT Vest Rising Dividend Achievers Target Income ETF worth $393K as of Q2 2026.
  • Proactive Wealth Strategies sold 3,526 FT Vest Rising Dividend Achievers Target Income ETF shares in Q2 2026, an estimated $97.4K.
  • FT Vest Rising Dividend Achievers Target Income ETF made up 0.06% of Proactive Wealth Strategies's portfolio in Q2 2026, its #164 holding.
  • Proactive Wealth Strategies first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q3 2025 and has held it in 4 quarters since.
  • Proactive Wealth Strategies's FT Vest Rising Dividend Achievers Target Income ETF position peaked at $432K in Q1 2026.
  • 209 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q2 2026.

Based on Proactive Wealth Strategies's 13F filing for Q2 2026, filed 10 Aug 2026.